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Robertson Stephens Wealth Management’s HSBC HSBC Stock Holding History

Robertson Stephens Wealth Management’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-12,724
Closed -$356K – 202
2020
Q1 		$356K Buy
+12,724
New +$442K 0.12% 122

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robertson Stephens Wealth Management's HSBC Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 12,724 shares — an estimated $356K sold.

Robertson Stephens Wealth Management first reported a position in HSBC in Q1 2020 and held it in 1 quarter. The position peaked at $356K in Q1 2020. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Robertson Stephens Wealth Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 12,724 HSBC shares in Q2 2020, an estimated $356K.
  • Robertson Stephens Wealth Management first reported a position in HSBC in Q1 2020 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's HSBC position peaked at $356K in Q1 2020.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.